Current price is less than the intrinsic value

Intrinsic value

Stock has been generating better return on equity than bank FD

ROE vs FD rates

Dividend Returns

Good time to consider, as stock is not in overbought zone

Entry point

Stock not in ASM/GSM lists and not a lot of promoter holding is pledged

No Red Flags

A Sanofi spokesperson told ET that a glut of supplies added during Covid-19 and the struggle to win contracts from Unicef for its critical 5-in-1 pediatric vaccine Shan5 forced the company to assess its India operations.

Sanofi offers VRS to 800 employees at two units in Telangana

The drugmaker is offering voluntary retirement scheme (VRS) to all its employees at two sites near Hyderabad

Sanofi offers VRS to 800 staffers at India vaccine units amid review

The drugmaker is offering voluntary retirement scheme (VRS) to all its employees at two sites near Hyderabad, a spokesperson for Sanofi’s India unit told Reuters in an email.

Sanofi to let go of staff at vaccine plants in India as part of review

With the acquisition, Gland pharma may also get access to global companies like AstraZeneca, Sanofi, Mylan, and Organon

Fosun’s sale of Gland Pharma to become India’s biggest pharma deal: Report

Sharekhan is bullish on Sanofi India has recommended buy rating on the stock with a target price of Rs 6795 in its research report dated November 09, 2022.

Buy Sanofi India; target of Rs 6795: Sharekhan

ICICI Direct recommended hold rating on Sanofi India with a target price of Rs 6385 in its research report dated November 04, 2022.

Hold Sanofi India; target of Rs 6385: ICICI Direct

Despite the high inflationary environment, we expect Ebitda margin to remain at ~26-27% over CY22E-CY23E.

Sanofi India Q3 Results Review - Weak Performance, But Healthy Margins: ICICI Securities

The drug firm follows a January-December financial year

Sanofi India posts Rs 131 cr profit in Sept quarter, revenue at Rs 692 cr

The updated National List of Essential Medicines includes 384 drugs across different therapies.

Sanofi, GSK Seen ‘Negatively Impacted’ By Essential Drug Price Cap

GSK would have to reduce prices for its antibiotics Ceftum and T- Bact which cumulatively cover around 15% of its sales, while Sanofi would have to reduce prices for Lantus - an opthalamic drug which has a fair share of 22 per cent of its sales.

GSK, Sanofi may have negative impact after inclusion of their drugs in Essential Medicines List 2022

The decline was largely on account of divestment of its nutraceutical business and a few key brands.

Sanofi may underperform in near term; pricing control among key risks

Sanofi India Limited is engaged in the manufacture and sale of pharmaceutical products.

Sanofi India Ltd

Sanofi India Ltd

Intrinsic value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

Sanofi offers VRS to 800 employees at two units in Telangana

Sanofi offers VRS to 800 staffers at India vaccine units amid review

Sanofi to let go of staff at vaccine plants in India as part of review

Fosun’s sale of Gland Pharma to become India’s biggest pharma deal: Report

Buy Sanofi India; target of Rs 6795: Sharekhan

Hold Sanofi India; target of Rs 6385: ICICI Direct

Sanofi India Q3 Results Review - Weak Performance, But Healthy Margins: ICICI Securities

Sanofi India posts Rs 131 cr profit in Sept quarter, revenue at Rs 692 cr

Sanofi India Ltd

Intrinsic valueIntrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD ratesFixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend ReturnsA dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry pointHigh demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock

News & Opinions

Sanofi offers VRS to 800 employees at two units in Telangana

Sanofi offers VRS to 800 staffers at India vaccine units amid review

Sanofi to let go of staff at vaccine plants in India as part of review

Fosun’s sale of Gland Pharma to become India’s biggest pharma deal: Report

Buy Sanofi India; target of Rs 6795: Sharekhan

Hold Sanofi India; target of Rs 6385: ICICI Direct

Sanofi India Q3 Results Review - Weak Performance, But Healthy Margins: ICICI Securities

Sanofi India posts Rs 131 cr profit in Sept quarter, revenue at Rs 692 cr

Intrinsic value
Intrinsic value is the calculated value of the company and may differ from current stock price. If intrinsic value > current price, price increase is expected in the future to reduce the gap and vice-versa

ROE vs FD rates
Fixed Deposit rate is a virtually risk-free rate where the investor assumes almost no risk on their investment. If stock's long term average ROE is lower than this rate, investors are better off investing the amount in a FD

Dividend Returns
A dividend is the distribution of reward from a portion of company's earnings and is paid to its shareholders. Good dividend returns indicate good health and outlook for the company

Entry point
High demand for a stock increases its price. If the price is pushed up to a level which is not justified, then it's considered to be in the overbought zone, which is not a good time to buy the stock